Mutual Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $582K | Buy |
2,191
+646
| +42% | +$172K | 0.01% | 713 |
|
2025
Q1 | $404K | Buy |
1,545
+151
| +11% | +$39.5K | 0.01% | 799 |
|
2024
Q4 | $402K | Buy |
1,394
+136
| +11% | +$39.3K | 0.01% | 784 |
|
2024
Q3 | $351K | Buy |
1,258
+69
| +6% | +$19.3K | 0.01% | 831 |
|
2024
Q2 | $297K | Buy |
1,189
+115
| +11% | +$28.7K | 0.01% | 893 |
|
2024
Q1 | $272K | Buy |
1,074
+75
| +8% | +$19K | 0.01% | 905 |
|
2023
Q4 | $206K | Buy |
+999
| New | +$206K | 0.01% | 958 |
|